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Retirement tax questions
TY 2024, Spoke with TP, who had a Tradition to ROTH of about $2000. She spoke to her financial inst and they said they will not be sending out a 1099 because it was not reported to the IRA.
TP wants to report the transaction/rollover. Now in 2025, is this still a valid want to enter the transaction with out the actual paper (1099).
March 10, 2025
3:53 PM